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Convenience is quickly evolving into an essential element of any successful business. Advisors need to level up their digital experiences with clients to stay relevant.
Former CEO John Lunny will serve as vice chairman of Vestmark’s board of directors, as the fintech company builds out a more robust direct indexing solution and looks toward an initial public offering.
This market has long been ripe for digitization, and the rise of fintech is the tail wind needed to have a long-lasting impact on how savers tackle retirement.
iCapital Network and Grayscale Investments are working together to provide advisors with a new way to invest in assets like Bitcoin, Ethereum and Cardano.
